About Us
When dealing with your financial affairs it’s important to know that you’re in safe hands. There’s over 25 years of collective experience within the team.
We understand that no two clients are the same. Our advice will be tailored to your specific situation, needs and preferences.
Where English is not your first language we have multi-lingual advisers who speak fluent Hindi and Gujarati.
You’re about to make some very important decisions. It’s comforting to know that you’re working with experienced professionals.
Expertise
Our team have over 25 years of experience in helping clients with their financial affairs. As a multi-disciplinary team we are well versed in how to construct well written wills that will ensure your assets are distributed as you intended; whilst at the same time considering what impact this will have on any future tax liability.
Training
Every member of the team goes through an extensive training programme with core skills being refreshed on a periodic basis. Our advisers are required to complete a minimum of 35 hours of continuing professional development each year.
The Society of Will Writers
We’ve chosen to be affiliated with the Society of Will Writers. We aim to comply with their code of conduct ensuring that we’re alway treating you fairly. Please feel free to ask us for a copy.